Unclaimed Profile

Craig Matthew Stanley

THE ASCENT GROUP, LLC·VIRGINIA BEACH, Virginia

SIE, Series 6, Series 7, Series 63, Series 65Clean record18 years registeredTHE ASCENT GROUP, LLC

5029 CORPORATE WOODS DRIVE, VIRGINIA BEACH, VA 23462CRD# 5325378Firm CRD# 314424

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Matthew Stanley · VIRGINIA BEACH, VA

Registration

CRD #5325378 · THE ASCENT GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ALERA INVESTMENT ADVISORS, LLC

Jul 2023 – present

THE ASCENT GROUP, LLC

Jun 2021 – present

AMERITAS ADVISORY SERVICES

May 2008 – Jun 2021

VIRGINIA BEACH, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · May 30, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ASCENT GROUP, LLC

CRD 314424 · SEC 801-121182

AUM

$2.9B

Regulatory assets under management

Employees

4,261 client accounts

Services offered by THE ASCENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE ASCENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Matthew Stanley offer?

Craig Matthew Stanley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.

What are Craig Matthew Stanley's credentials?

Craig Matthew Stanley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Matthew Stanley located?

Craig Matthew Stanley is based in VIRGINIA BEACH, Virginia, working with THE ASCENT GROUP, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.

How does Craig Matthew Stanley charge for services?

Craig Matthew Stanley's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE ASCENT GROUP, LLC?

THE ASCENT GROUP, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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